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Money Concepts Capital’s WD-40 WDFC Stock Holding History

Money Concepts Capital’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-115
Closed -$18.5K – 2888
2022
Q4 		$18.5K Buy
115
+58
+102% +$9.68K ﹤0.01% 1711
2022
Q3 		$10K Buy
57
+1
+2% +$187 ﹤0.01% 1061
2022
Q2 		$11K Sell
56
-50
-47% -$9.33K ﹤0.01% 1022
2022
Q1 		$19K Buy
+106
New +$22.6K ﹤0.01% 1639

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's WDFC Position: Q1 2023 in Review

Money Concepts Capital sold out of WD-40 (WDFC) in Q1 2023, closing a stake of 115 shares — an estimated $18.5K sold.

Money Concepts Capital first reported a position in WDFC in Q1 2022 and held it in 4 quarters. The position peaked at $19K in Q1 2022. 285 funds tracked by Wall St. Rank hold WDFC as of Q1 2023.

  • Money Concepts Capital reported no remaining WD-40 position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 115 WD-40 shares in Q1 2023, an estimated $18.5K.
  • Money Concepts Capital first reported a position in WD-40 in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's WD-40 position peaked at $19K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held WD-40 as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.